I would give this business establishment no star if I can!…read more They would constantly send you request letters for documents and changes to existing insurance policy wordings. First request, second request, third request, final request. I would respond to each and everyone of those requests either by calling ITS Account Manager Mr. M P (This guy NEVER returns phone calls), or by talking to a different Mr. M or by faxing information or by asking my insurance agent to contact them directly. My agent would get in touch with them and send them documents needed. At one point I had to call the loan company that contracted ITS to collect insurance information from me just to find out what exactly it is they need DUE TO VERY POOR COMMUNICATION WITH ITS!!! I feel bad for all the people that know very little about insurance policies like myself who has a very hard time communicating with people who ignore and neglect phone calls.

I have a two SBA loans with a lender from San Diego that uses this company for tracking insurance…read more My interaction with this company has been mostly positive and their support staff actually discovered insufficiencies in our insurance policies that our insurance agent never caught. Really! I've called their support line and received answers that helped resolve my insurance issues. One thing I appreciate is the reminders they send when my policies are coming up on renewal. My insurance agent sometimes doesn't reach out until 5 days before it actually expires to confirm the renewal rates. I don't like insurance, I think it's too complicated and don't like being involved....so I requested that they include my agent on all of their notices and this worked best because my agent just works directly with them.

Full on good experience with these people. Had an audit that i was fighting locally they came on…read moreas advisors and walked us through some complex tax code. Saved me money so heres their token of gratitude.

I am in the process of filing small claims with this company. Do not use them. I was a client and I…read morewas just dropped. All of a sudden I was not receiving any call backs, any emails. I sent multiple emails and called multiple times begging for a response. They were referred to me by my accountant hence I used them. In the beginning they helped me really well, however shortly after COVID, they stopped returning my calls. They dropped my case, they forwarded it to my accountant and the owner wont even talk to me, Jim is the owner - he was solely communicating with my accountant and NOT me. My accountant was the one talking with the owner Jim and was just basically relaying MyTax is no longer functional. I availed of their services for tax relief and now I am back to square one with the IRS. Mind you, I paid them in full as they will only begin assisting once you have paid in full which was over 5 grand. Please DO NOT USE THIS COMPANY. Would you trust a company that would suddenly drop you? and wont speak with you? Do not use this company. Dont

Please keep away. Highly unprofessional agents. They are rude and they hung up on you. And by they…read moreI mean their agent Marlina Fortie-Nudo *DRE #01399825.

After having a horrible time at another agency I had all my…read morequestions answered and I will now be able to make decisions on the next step! I had a very bad experience with another agency and lost a lot of money! I came here asking for advice and guidance and I was shocked at what I found! I lost over $40,000 in equity and my offers were not presented to us I wish I had found you sooner and now I know we're I can come for trust! With them I feel confident I understand more what happen and will never be taken advantage again!

Would not suggest them to anyone. Very Bad Experience…read more Supposedly they were part of John Hancock. They are NOT. They are a small independent company selling other company's policies for a high third-party commission. I learned the hard way. I recommend calling Wells Fargo or Merrill Lynch to take care of your hard earned money.

Great group of people…read more I have yet to meet a more sincere and honest group of people in the financial services industry. I spent a decent amount of time with them and every time they were very accommodating and kind. I would trust them with my investments or 401k. They definitely seem like they have the knowledge and the energy to guide ones finances in the right direction.

I've been working with Louay for some time now. I really appreciate his attention to detail and…read morehonesty. He will take the time to explain everything. Especially how he is helping me save money. I am happy to find someone so dedicated to helping people in this business.

Well I was kind of hesitant about going to this company but the staff was great and I gave it a try…read moreand they really help me my credit score is now 750 and I'm receiving offers from everywhere at first I was getting turned down from companies now company are sending me pre-approved and I'm turning them down great business will refer anyone

Absolutely terrible! We did a refinance with Sunwest and they could never seem to get our paperwork…read moreright. Corry Abie was amazing and helped us navigate through Sunwest BS. After our refinance finished 2 months later we found out they never paid our taxes, and my tax bill is now delinquent. They admitted to fault and still are making us take the hit by increasing our monthly payment even though before we refinanced I had $3400 in my escrow account in order to cover my taxes. This company is terrible and does not put customer first! I would never and will never recommend them and once they pay the taxes we will be finding another mortgage lender.UsefulFunnyCool

Stephanie Spencer is hands down the best Loan Officer ever. Between her and Elizabeth Dueñas, they…read moremake the dream team! Very responsive and very professional. Nothing but good things to say.

State Farm is the best insurance company. Nena Soto's office has very friendly and helpful staff.read more

Having trusted this company with my vehicles for several years, I am incredibly disappointed by…read moretheir recent handling of my account. Due to a processing error with our documents during a period of life changes, one of our vehicles was left uninsured. Instead of helping resolve the issue, the staff took absolutely no accountability. Furthermore, their record-keeping is incredibly flawed. They rely strictly on internal notes that favor their narrative, while completely failing to log the numerous times I contacted them to correct the mistake. I expected much better service after years of loyalty.